Alexis Tucker is a financial advisor with Ameriprise in North Charleston, SC, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, Alexis is the owner of Lala Loves You, LLC, a retail business. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service aimed at clients with significant investable assets, combining research and modeling with tailored recommendations delivered through a centralized consulting team.

Dorian Enhelder is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Wells Fargo Advisors in Charleston, SC, having joined in 2026 after 10 years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad planning menu tailored through proprietary research and tools, with services ranging from cash-flow and retirement planning to specialized areas such as business-owner transition and special-needs analysis.

Vanessa Koegler is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors and Primerica Financial Services prior to her current roles. Koegler also engages in outside insurance sales, focusing on life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved tools and offering a range of planning services including recent additions such as Divorce Planning.

James Clifford Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at multiple firms including First Allied Advisory Services and currently serves as a partner at Clifford Bootes Asset Management. Outside of his advisory roles, he is the owner of Atlas Metals. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jennifer Blanchard is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. She previously worked at Securian Financial Services and Minnesota Life Insurance Company for 19 years and has been associated with The Commonwealth Financial Group for over two decades. Outside of her advisory work, she serves on the fundraising committee for The Samaritan House of Orangeburg and is a board member of the Orangeburg Civic Ballet. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform incorporating both affiliated and third-party strategies.

Nicholas Pecoraro is a financial advisor with LPL Financial in Mount Pleasant, SC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory work, he is involved with Pecoraro Wealth Management Inc., a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technological tools and a large network of investment adviser representatives.

Vicente Munoz Reyes is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2025. Outside of his advisory role, he is involved in several activities including serving as a mathematics tutor, working as an academic assistant for online math courses at Louisiana State University at Alexandria, co-founding and managing projects at Tikvah Health and Wellness, and coaching CrossFit classes. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides specialties including divorce planning and event-driven estate and employer-sponsored planning programs.

Alan Federico is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at RBC Capital Markets for seven years before joining Ameriprise in 2020. Federico is an owner of Bullyard Sound LLC and serves on the board of directors for the TAR Network. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides annual retirement-income planning advice based on comprehensive research and tax-aware strategies.

Edwards Brawley is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and possessing 44 years of industry experience. His prior experience includes eight years at UBS Financial Services before joining Ameriprise in 2009. Outside of his advisory role, he operates a business through Edgeworth Capital Group, a wealth management practice of Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

James Greenho is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior roles include positions at Raymond James & Associates and various divisions within Morgan Stanley since 2009. Outside of his advisory work, he volunteers as a tennis coach at Bishop England High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and analytical tools, managing approximately $2.74 trillion in client assets.

Sean O'Keefe is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at firms including Nicholson Wealth Management Group, Wells Fargo Advisors, Commonwealth, and J.P. Morgan Chase & Co. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Brian Anderson is a CFP® with 10 years of industry experience, currently affiliated with Mass Mutual Investors Services. He previously worked at Principal Life Insurance Company and Principal Securities Inc for seven years. Outside of his advisory role, he is also engaged in life, fixed annuities, disability, long-term care, and health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, along with educational seminars.

Trevin Link is a financial advisor with Ameriprise in Mt. Pleasant, SC, holding a Series 66 designation. He has six years of self-employment experience and five years working with Seacoast Christian Community Church. He joined Ameriprise in 2024 and has been with the firm since. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on creating written recommendation reports and providing ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Christopher Williamson is a financial advisor with Mass Mutual Investors Services in Charleston, SC. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to his current role, he worked at Metlife Securities from 2011 to 2017. In addition to his advisory work, he is also an insurance agent specializing in individual and group life and health insurance, as well as fixed and variable annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations through an annual, collaborative planning process.

James Wilson is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. Prior to joining Cetera, he worked at Uber and The Citadel. Additionally, he serves as a housing coordinator at Wild Dune Resort, overseeing employee temporary housing. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a variety of program options and custodial relationships.

Sean Dambaugh is a financial advisor with Equitable Advisors in Mount Pleasant, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013 and also worked at Axa Advisors, LLC from 2013 to 2020. Outside of his advisory role, he is a partner in OCM Real Estate, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a model-driven approach, often utilizing third-party asset managers and advisory programs, and offers ERISA fiduciary services to qualified plans.

Donna Fenley is a financial advisor with Edward Jones in Mt Pleasant, South Carolina. She holds Series 63 and Series 66 licenses and has 21 years of industry experience, all with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large national network of advisors and branch offices.

George Holmes IV is a financial advisor with Equitable Advisors, holding a Series 66 designation and having 22 years of industry experience. He has been with Equitable Advisors since 2004, including time with its predecessor firm, Axa Advisors, LLC. Holmes is involved with Oak Capital Management, LLC, as well as OCM Real Estate, LLC as a partner. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, typically utilizing third-party asset managers and advisory programs.

Hayden Sewell is a CFP® and Series 66-registered financial advisor with 10 years of industry experience, currently practicing at Edward Jones since 2015. He is based in Mount Pleasant, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

John Welsh is a financial professional with Cetera, holding a Series 66 credential and four years of industry experience. His career includes roles at Commonwealth Financial Group and Cetera Wealth Services, LLC. Outside of advisory work, he was involved with Wild Roots Candle Company from 2019 to 2021. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.